Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Liberty Wealth Management LLC

$512 Million
Q1 2024

A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Liberty Wealth Management LLC holds 177,216 shares of DISV stock, worth $4.95 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

177,216

Previous 177,033 0.1%

Holding current value

$4.95 Million

Previous $4.57 Million 5.63%

% of portfolio

0.94%

Previous 1.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$24.73 - $27.24 $4,525 - $4,984	183 Added 0.1%	177,216 $4.82 Million
Q4 2023 Feb 08, 2024	BUY	$22.43 - $25.87 $4,957 - $5,717	221 Added 0.12%	177,033 $4.57 Million
Q3 2023 Nov 13, 2023	BUY	$23.27 - $25.13 $13,263 - $14,324	570 Added 0.32%	176,812 $4.21 Million
Q2 2023 Aug 10, 2023	SELL	$23.01 - $24.6 $487,558 - $521,249	-21,189 Reduced 10.73%	176,242 $4.17 Million
Q1 2023 May 03, 2023	SELL	$22.4 - $24.75 $1.29 Million - $1.42 Million	-57,494 Reduced 22.55%	197,431 $4.7 Million

Q3 2022 Nov 15, 2022	BUY	$18.95 - $22.57 $4.19 Million - $4.99 Million	221,024 Added 651.97%	254,925 $4.73 Million
Q2 2022 Aug 15, 2022	BUY	$21.05 - $25.01 $16,250 - $19,307	772 Added 2.33%	33,901 $713,000
Q1 2022 May 09, 2022	BUY	$24.68 - $25.26 $817,623 - $836,838	33,129 New	33,129 $808,000

Others Institutions Holding DISV

# of Institutions

251

Shares Held

53.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History